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This article explains how US export controls are pushing China's AI chip industry to develop custom application-specific integrated circuits (ASICs) instead of relying on general-purpose GPUs, and why this shift is significant for global AI development.
AI chip startup Groq is raising $650 million in internal funding as it pivots from general hardware to focus on AI inference, the process of refining how AI models respond to prompts.
Snowflake has signed a $6 billion, five-year deal with AWS for AI chips, signaling a major shift in the competitive AI hardware landscape and putting Nvidia on notice.
Nvidia posted record revenue and revealed $43B in startup holdings, signaling continued market dominance and strategic ecosystem investments.
Alibaba unveils the Zhenwu M890 AI chip designed specifically for AI agents, signaling a strategic move toward building an integrated AI stack. The company's multi-year silicon roadmap and new large language model indicate a long-term vision beyond mere compliance with U.S. export controls.
Learn how cloud computing and AI chip deals work, using the recent partnership between Lambda and Hudson River Trading as an example. Understand the basics of GPU access through cloud services.
Learn how to work with AI chip architectures similar to Alibaba's Zhenwu M890 by setting up your development environment, creating neural networks, and optimizing performance using Python frameworks like TensorFlow and PyTorch.
Analog Devices is in advanced talks to acquire Empower Semiconductor for $1.5 billion, aiming to strengthen its position in the AI chip market.
Tenstorrent, the RISC-V-based AI chip startup led by Jim Keller, is in early-stage takeover discussions with Intel and Qualcomm.
London-based AI chip startup Fractile has raised $220 million to bring its in-memory computing inference chip to production, with support from Accel and Pat Gelsinger.
Broadcom is demanding that Microsoft purchase 40% of OpenAI's custom AI chips before production begins, a move that OpenAI's leadership has deemed financially unattractive.
This explainer explains how AI chips in budget laptops are advancing but still lag behind premium models like the MacBook. It breaks down what AI chips are and why they matter for computing.
